Research: Broker notes on sectors, macro, rates and strategy

  • Morgan Stanley·2026-08-03Sector

    European luxury·Neutral
  • Goldman Sachs·2026-08-03Strategy

  • Morgan Stanley·2026-08-03Sector

    China robotics components·Overweight
  • Goldman Sachs·2026-08-03Sector

  • Bernstein·2026-08-03Sector

    Digital assets·Overweight
  • Morgan Stanley·2026-08-03Sector

    China software·Overweight
  • Goldman Sachs·2026-08-03Sector

    1339.HK
  • Morgan Stanley·2026-08-03Sector

  • Morgan Stanley·2026-08-03Sector

    US semiconductors·Overweight
  • Goldman Sachs·2026-08-03Sector

  • J.P. Morgan·2026-08-03Macro

  • Deutsche Bank·2026-08-03Sector

    China luxury demand·Neutral
  • Goldman Sachs·2026-08-03Strategy

  • J.P. Morgan·2026-08-03Sector

  • Deutsche Bank·2026-08-03Strategy

  • Bernstein·2026-08-03Sector

    Luxury goods·Neutral
  • Nomura·2026-08-03Macro

    CNY·Overweight
  • Morgan Stanley·2026-08-03Macro

    JPY·Underweight
  • Morgan Stanley·2026-08-03Strategy

  • Goldman Sachs·2026-08-03Sector